See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,246 | $165,335-75.7% | $149,696-73.1% | $158,922-74.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 19.41% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,369 | $5,103-53.6% | $4,644-49.0% | $4,761-50.2% |
| Participant deferral / active EE | $6,059 | $7,181-15.6% | $6,842-11.4% | $5,982+1.3% |
| Admin fee / account holder | $336 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |